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Your 11 Step Path to Financial Freedom

Calculate your Financial Blueprint: https://purefinancial.com/financialbl... Schedule a free assessment with an experienced financial professional: http://bit.ly/PureAssessment Office locations: https://bit.ly/PureLocations Ask Joe & Big Al On Air: https://bit.ly/AskJoeAndBigAl Subscribe to our YouTube channel: http://bit.ly/YMYW-YT Subscribe to the Your Money, Your Wealth® podcast: https://lnk.to/ymyw Only about one in ten Americans are living their definition of financial freedom: living debt-free, living comfortably, not having to work, or being rich. Too many of us fall short of financial freedom because of a lack of retirement savings, salary constraints, debt, or unforeseen emergencies. This week, Joe Anderson, CFP® and Big Al Clopine, CPA put you on Your 11 Step Path to Financial Freedom. Learn to take inventory, invest in yourself, and sustain your financial dreams and goals. Your Money, Your Wealth TV - S10 | E13 00:00 Introduction 00:44 Roadblocks to Financial Freedom 01:10 Financial Freedom Defined 01:43 Inventory, Invest, and Sustain 02:14 Step 1 - Take Financial Inventory: Net Worth, Cash Flow, Taxes 04:58 Step 2 - Budget 06:19 Step 3 - Reduce Debt 08:08 Calculate Your Financial Blueprint 08:42 True/False: The average employer match for a 401(k) is almost 4% 09:14 Step 4 - Save, Match, and Invest 11:06 How to Save a Million By Age 65 12:24 Step 5 - Have an Emergency Fund 12:44 Step 6 - Bank Smart 13:31 Step 7 - Improve Your Credit Score 14:00 Step 8 - Invest the Rest 15:03 Calculate Your Financial Blueprint 16:00 True/False: Married couple filing jointly pays zero tax on up to $94K on qualified realized long term capital gains 17:14 Step 9 - Retirement Income: Real Estate Investing & Social Security 19:55 Side Hustles 20:24 Step 10 - Spend Less 21:22 Step 11 - Adjust Your Plan Regularly: Asset Location, Withdrawals & Sequence of Returns Risk 22:06 I hear taxes could eat up your savings in retirement, if you're not working how can that happen? - Lauren, San Diego 23:26 Calculate Your Free Financial Blueprint Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. CFP® - The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification. AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation. CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period. #retirementplanning #financialfreedom #financialplanning